BOREARIS
Growth Hedge

Tiger Global Management: 13F holdings

2026 Q2 filing (holdings as of 2026-06-30) · SEC 13F, published within 45 days of quarter end

Top holdings

StockWeightShare change
TSM TSMC 9.72% +23.9%
AMZN Amazon 9.62% +10.8%
NVDA NVIDIA 9.34% +7.0%
GOOGL Alphabet Class A 8.65% -32.1%
META Meta Platforms 6.63% -10.0%
LRCX Lam Research 5.72% +64.5%
SE Sea Limited 5.02% -5.7%
AMAT Applied Materials 4.92% +108.4%
GEV GE Vernova 3.91% +10.3%
MSFT Microsoft 3.53% -8.6%
CPAY Corpay 2.99% +40.5%
Cerebras Systems I Cerebras Systems Inc New 2.76% —

Notable changes this quarter

New positionCerebras Systems Inc$663M
New positionAMD$392M
Sold outApplovin Corp$-398M
Sold outZillow Group Inc$-305M
TrimmedAlphabet Class A$-982M
AddedApplied Materials+$614M

Other funds

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13F covers long positions in US-listed securities only, excluding shorts, cash and non-US assets. For information only; not investment advice.